Position in WBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$361,400
+$102,151 QoQ
Shares Held
5,206
+26.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SlateStone Wealth, LLC holds $10,493,561 across 4 Banks - Regional names.
All Filings in WBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $361,400 | 5,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $259,249 | 4,119 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $240,078 | 4,039 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $220,529 | 4,039 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $208,210 | 4,039 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $223,033 | 4,039 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $205,060 | 4,039 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $205,019 | 4,039 | Shares | Sole | 2024-02-01 | |
| 2022-06-30 | $256,440 | 6,084 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $330,210 | 5,884 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||